MXXIX : Marsico 21st Century Fund

Fund Summary

The investment seeks long-term growth of capital. The fund invests primarily in common stocks that are selected for their long-term growth potential. In selecting investments for the fund, the investment adviser uses an approach that emphasizes the selection of what the investment adviser believes are stocks of high-quality companies with compelling potential for long-term capital appreciation. The investment approach combines "top-down" macro-economic analysis with "bottom-up" company and security analysis.